EPHC.ob 5.3
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Epoch Holding Corp. is an employee owned investment manager with approximately $1.25 billion in assets under management. The firm provides its services to investment companies, high net worth individuals, pension and profit sharing plans, and corporations. It manages equity and balanced portfolios for its clients. The firm invests in the public equity markets across the globe and in the public debt markets of the United States. It invests in value stocks of all-cap companies. For its U.S. Value portfolios, the firm invests in stocks of companies with market capitalizations more than $2 billion. For its U.S. Small Cap portfolios, it invests in stocks of companies with market capitalizations less than $2 billion. The firm employs a fundamental analysis to create its equity portfolio mix. It benchmarks the performance of its equity portfolio against the S&P 500 Index, Russell 1000 Index, Russell 2000 Index, Russell 3000 Index, and MSCI World Index. The firm invests the debt portion of its balanced portfolio in high quality bonds. It benchmarks the performance of its debt portfolios against the Lehman Aggregate Bond Index. The firm uses in-house research to make its investments. |
